Berman Capital Advisors’s American Financial Group AFG Stock Holding History

Berman Capital Advisors’s Portfolio AFG Stock Details AFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$49K	Buy	392 +6	+2%	+$784	0.01%	674
2021 Q2	$48K	Hold	386	–	–	0.01%	594
2021 Q1	$44K	Hold	386	–	–	0.01%	520
2020 Q4	$33K	Buy	386 +17	+5%	+$1.39K	0.01%	519
2020 Q3	$24K	Buy	369 +98	+36%	+$6.31K	0.01%	529
2020 Q2	$17K	Sell	271 -31	-10%	-$2K	﹤0.01%	585
2020 Q1	$21K	Buy	302 +179	+146%	+$17.3K	0.01%	478
2019 Q4	$13K	Buy	123 +3	+3%	+$321	﹤0.01%	645
2019 Q3	$12K	Buy	120 +1	+0.8%	+$104	﹤0.01%	652
2019 Q2	$12K	Buy	119 +2	+2%	+$201	﹤0.01%	659
2019 Q1	$11K	Buy	117 +102	+680%	+$9.77K	﹤0.01%	616
2018 Q4	$1K	Buy	+15	New	+$1.5K	﹤0.01%	939

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berman Capital Advisors's AFG Position: Q3 2021 in Review

Berman Capital Advisors increased its American Financial Group (AFG) stake by 1.6% in Q3 2021, buying an estimated $784 and bringing the position to 392 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #674.

Berman Capital Advisors first reported a position in AFG in Q4 2018 and has held it in 12 quarters since. 401 funds tracked by Wall St. Rank hold AFG as of Q3 2021.

Berman Capital Advisors held 392 shares of American Financial Group worth $49K as of Q3 2021.
Berman Capital Advisors bought 6 American Financial Group shares in Q3 2021, an estimated $784.
American Financial Group made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #674 holding.
Berman Capital Advisors first reported a position in American Financial Group in Q4 2018 and has held it in 12 quarters since.
401 funds tracked by Wall St. Rank held American Financial Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.